What Matters to You Trusted Financial Advice
As your fiduciary, we deliver cost-effective investment strategies and comprehensive wealth management solutions, for investors across Canada.
A Fiduciary You Can Trust
What matters to you?
With so many money-management firms, brokers and investment products to navigate, we help our clients find clarity in what can be a frustrating and confusing industry. Cornerstone is completely independent allowing us to advise without bias, and only in your best interests.
How We Help
We focus on managing risk.
We build diversified, goal-driven portfolios utilizing scientifically constructed, multi-factor investment vehicles and apply disciplined processes to provide consistent portfolio management.
Delivering cost-effective investment strategies and comprehensive wealth management solutions across Canada.
As a fiduciary, we provide comprehensive wealth management solutions uniquely designed and independently delivered.
We believe that a scientific approach, while adhering to discipline and patience, are the basis for successful investing.
Fees, taxes, transaction costs, MERs and other charges, act as headwinds to your financial goals. Minimizing these costs is an important part of our process.
The concept of retirement is changing from the notion of not working to that of not having to work. Freedom to you may mean travelling, exploring new opportunities, and not worrying about finances. Whatever the specifics, knowing you are on the right path can be as comforting as achieving it.